{"url":"https://nivawealth.com/firms/common-cents-wealth-management-153074","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153074","regulatoryAum":113726879,"crd":"153074","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5257306","suffix":null,"lastName":"BRINKMEIER","firstName":"JEREMY","middleName":"C"},{"crd":"3259869","suffix":null,"lastName":"ROSENTHAL","firstName":"MARTIN","middleName":"DAVID"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136768","legalName":"Common Cents Wealth Management, LLC","displayName":"Common Cents Wealth Management","slug":"common-cents-wealth-management-153074","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability 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Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052886","versionId":1052886,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-07-27","documentName":"ADV BROCHURE PART II","fee_rate_low":0.1,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:05:38.775506+00:00","documents":[{"name":"ADV BROCHURE PART II","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052886","versionId":1052886,"submittedOn":"2026-07-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":113535000}],"custodyNote":"Common Cents Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Martin Rosenthal","title":"President/Member","crd":"3259869"},{"name":"Jeremy Brinkmeier","title":"Member/Chief Compliance Officer","crd":"5257306"}],"ownership":[{"label":"Jeremy Brinkmeier","detail":"Member/chief compliance officer in the 50% to 75% ownership band and a control person, since August 2009."},{"label":"Martin Rosenthal","detail":"President/member in the 50% to 75% ownership band and a control person, since June 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"15800 Pines Boulevard, Suite 3004","city":"Pembroke Pines","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"954-769-0837","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":95},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/153074/PDF/153074.pdf","brochureDate":"27 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052886","iapdCompiledDate":null,"retrievedDate":"15 October 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They include 170 individual clients and 35 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Common Cents Wealth Management offer?","answer":"Common Cents Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Common Cents Wealth Management charge?","answer":"Common Cents Wealth Management charges 0.10%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"ADV BROCHURE PART II, filed 27 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Common Cents Wealth Management use?","answer":"Common Cents Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $114M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Common Cents Wealth Management have?","answer":"Common Cents Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Common Cents Wealth Management invest in?","answer":"At the end of its last fiscal year, Common Cents Wealth Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% non-exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Common Cents Wealth Management?","answer":"Common Cents Wealth Management’s direct owners are Jeremy Brinkmeier (50% to 75%) and Martin Rosenthal (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Common Cents Wealth Management get paid?","answer":"Common Cents Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Common Cents Wealth Management?","answer":"Common Cents Wealth Management’s main office is at 15800 Pines Boulevard, Suite 3004, Pembroke Pines, FL 33027. Its phone number is 954-769-0837.","source":"Form ADV Part 1A, Item 1.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}